Survey Star Rating Walkthrough

Overview

In order to remain certified to treat Medicare and Medicaid patients, each facility is subject to an annual Health Inspection, or Nursing Home Star Rating Survey.

Each year, a team of independent state examiners inspect patient safety, physical hazards, cleanliness and regulatory compliance during an unannounced visit.

For each shortcoming on the inspection, the facility is issued a deficiency.  Points are assigned based on the scope and severity of the deficiency. 

In order to calculate the Nursing Home Survey Star Rating, the points from the past 3 survey cycles are totaled, weighted, and compared against all the other homes in a given state. 

Nursing Home Survey Types

Each year, surveyors conduct a Standard Survey, after which they’ll report any deficiencies to the facility.  That facility then has time to review, dispute, and correct any deficiencies found.

Afterwards, surveyors may conduct a follow-up or Revisit Survey to ensure that any deficiencies found have been corrected.  If they have not, repeat revisits may be required.  Each revisit beyond the first carries an additional penalty on the total points for any deficiencies not corrected.

In addition, surveyors may conduct ad hoc Complaint Surveys in response to official complaints lodged against the facility at any point during the year.  These surveys may result in additional deficiencies.

During the Covid-19 pandemic, CMS also started conducting Infection Control Surveys to check on facilities’ adherence to infection control protocols. These have largely tapered off, but some are still being conducted.

The surveyor may also conduct more than one survey type in the same visit.

Comparison of survey results from August 15, 2024, and March 28, 2025, showing no deficiencies in 2025 and five deficiencies with a total score of 40 in 2024 across various categories like nutrition, resident rights, pharmacy, and care planning.

Survey Cycles

The Survey Star Rating is not just based on the latest Surveys, there are actually two Survey Cycles. Each Cycle is anchored by a Standard Survey, but points from Complaint and Infection Control Surveys are added to them based on a roll12-month cycle.

This is an area where it’s easy to be confused. Essentially, any time there’s a new Standard Survey, it becomes the new anchor of Cycle 1. The old Standard Survey from Cycle 1 moves to Cycle 2, then the one currently anchoring Cycle 2 actually falls off!

Meanwhile, points from Complaint and Infection Control Surveys (more on the points in a minute) move between cycles every month. Cycle 1 includes points from deficiencies cited in the last 12 months and Cycle 2 collects those from 12-36 months ago. Anything older than 36 months falls off automatically.

This means that while homes often think they need to wait for a new Standard Survey to improve their Survey Star Rating, they may find that as Complaint and Infection Control tags roll off automatically, they may get an unexpected boost! More on this to come.

Screenshots of compliance survey reports showing different survey cycles with dates, categories, and points. The first report indicates a fine of $16,801 for a payment denial. The second report shows no fines or payment denials. The third report displays fines of $995 and $9,750 for payment denials, with detailed points and categories.

Deficiencies & Points

Surveys are made up of Deficiencies or citations, each of which carries a Scope/Severity level denoted by a letter, then a corresponding point value based on that. This chart shows those levels and points associated with each.

Table showing severity levels and scope of harm, with points assigned for each level based on isolation, pattern, or widespread impact, sourced from Centers for Medicare & Medicaid Services.

Deficiency Details

In addition to Scope/Severity and points, each deficiency has an F-Tag, which describes the issue cited, a date and a correction date. Certain F-Tags result in a higher point total — these are called Sub-Standard Quality of Care (SQC) deficiencies.

StarPRO also analyzes the facility’s Survey history to identify Repeat Tags, which are areas where the facility has been cited multiple times.

We also analyze the local market / State Survey Region to assign a Frequency, e.g. how often that F-Tag is cited by local surveyors. These can help facility management understand how to prepare for future Surveys.

Click below to see for yourself!

Schedule a Demo
A detailed table titled 'Survey Cycle 2 - Deficiency Details' showing data on quality of life and care, with categories, descriptions, survey and correction dates, points, and cycle information.

Survey Star Rating Calculation

In order to determine the Survey Star Rating, each Inspection’s total points are weighted:

  • Survey Cycle 1: 75%

  • Survey Cycle 2: 25%

The weighted scores are then added together to create the Weighted Survey Score.  Each facility’s Weighted Survey Score is then compared against state-specific cutpoints that are calculated based on the performance of all facilities in the state:

  • The top performing 10% of facilities in the state (those with the lowest Weighted Survey Score) receive a rating of 5 Stars.

  • The middle 70% of facilities receive 2, 3 or 4 Stars, with an equal number (approx 23.33%) in each category.

  • The bottom 20% of facilities (those with the highest Weighted Survey Score) receive 1 Star.

This image displays a score calculation table with three survey cycle dates, total points, weighting factors, and weighted scores. The weighted survey score is 183.667, highlighted in bold red text. On the left, a color-coded chart ranges from red to green, showing star ratings from one to five stars, with the facility's score of 183.667 marked in a brown box on the chart.

Each month, the cutpoints for each state are adjusted based on any new surveys that come in, to ensure that the above 10/70/20 rule is being applied continuously.

Interestingly, this can lead to some facilities gaining or losing a star without even having a new survey!  As a result, facilities with Weighted Survey Scores close to the cutpoints need to pay extra attention to the monthly changes.  

Abuse

CMS has also added new guidelines for facilities with a history of severe Abuse deficiencies.  Facilities with this designation are capped at 2 Stars for the Survey Rating, no matter how much higher they may have been. 

Click here to read more about the Abuse flag.  

Differences Between States

While CMS sets the survey guidelines at the federal level, it’s up to each state’s health department to determine how to interpret and apply the guidelines.  As a result, survey results can vary wildly between states.  See the map below for details:

At first glance, it may seem that states like Washington and New Mexico are “bad”, and states like New Hampshire are “good.”  But high vs. low only tells part of the story.

Homes in high scoring states expect a higher count and severity of deficiencies in their Surveys, and they’re graded against their peers in the state.  Recall that each state has a different matrix and set of cutpoints, with the top 10% earning 5 stars, the bottom 20% earning 1 star, and the middle 70% making up the rest. 

The result: a facility with a Weighted Survey Score of 36 would be a  1-star in New Hampshire, but they’d be 5 stars in New Mexico! 

New Hampshire

Survey rating chart showing a facility with a current score of 36, rated with one star, in red, on a scale from 1 to 5 stars from low to high, with color gradient from red to green.

New Mexico

Survey rating chart showing five stars with a current rating of five stars, numerical scores, and color-coded performance zones, with a section highlighted in green displaying 'This Facility 36'.

Industry professionals know that healthcare is a local business, and that sometimes means comparing homes across state lines.  But it’s important to remember that Nursing Home Survey Star Rating results always need to be considered only in the context of their own state, not their region.

For a deep dive on StarPRO’s capabilities around Survey — including our Survey Point Simulator — schedule a demo with us today!

Book A Demo

Discover the best nursing home compare software in the industry. 

Book Now